Robert W. Bruderman

BRUDERMAN PRIVATE WEALTH

Las Vegas, NV

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CRD#: 843492

Professional summary

Robert William Bruderman is a registered financial advisor currently at BRUDERMAN PRIVATE WEALTH located in Las Vegas, Nevada.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Robert has worked at 14 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 24, Series 9, Series 10, Series 4, F04 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Appointment with Multiple Insurance Carriers. This is an investment related activity. 4465 S. Jones Blvd. Las Vegas, NV 89103; Insurance Sales Agent. Mr. Bruderman devotes less than 1 hour per month to this activity. 2. Managing Member, Partners Holdings, LLC, an investment related activity which holds preferred interest in IconTrust LLC a Nevada trust company. Devotes 2 hours per month to this activity. No compensation received. 3. Managing Member, IconTrust, LLC a Nevada chartered trust company. $4,000 per month of compensation. Approximately 15-20 hours per month. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Bruderman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 9, 2023 - Present

BRUDERMAN PRIVATE WEALTH

RIA

CRD#: 323195

Las Vegas, NV

Past

January 30, 2020 - December 31, 2022

GARY GOLDBERG PLANNING SERVICES

RIA

CRD#: 173565

LOCUST VALLEY, NY

Past

November 20, 2019 - November 29, 2022

GARY GOLDBERG & CO., LLC

CRD#: 47957

Las Vegas, NV

Past

December 20, 2017 - November 21, 2019

TRIAD ADVISORS LLC

RIA

CRD#: 25803

LAS VEGAS, NV

Past

April 22, 2004 - December 31, 2017

CANTERBURY WEALTH ADVISORS, LLC

RIA

CRD#: 109919

LAS VEGAS, NV

Past

May 26, 1998 - November 21, 2019

TRIAD ADVISORS LLC

CRD#: 25803

LAS VEGAS, NV

Past

June 20, 1995 - July 16, 1998

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

June 8, 1994 - June 26, 1995

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

May 10, 1994 - June 29, 1995

T.R. WINSTON & COMPANY, LLC

CRD#: 10571

BEDMINSTER, NJ

Past

April 25, 1989 - April 26, 1994

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

July 1, 1988 - April 17, 1989

EASTER KRAMER GROUP SECURITIES, INC.

CRD#: 15318

Past

November 23, 1983 - July 16, 1986

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

February 12, 1982 - November 30, 1983

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

September 2, 1981 - February 17, 1982

ROSS, STEBBINS INC.

CRD#: 6381

Past

December 16, 1980 - September 29, 1981

JOHN MUIR & CO.

CRD#: 2837

Past

October 6, 1977 - January 28, 1980

MARSHALL AND MEYER BROKERAGE SERVICES, INC.

CRD#: 7254

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRUDERMAN PRIVATE WEALTH

ALV INVESTOR SOLUTIONS, LLC | J.M. BRUDERMAN & COMPANY, LLC | BRUDERMAN PRIVATE WEALTH

CRD#: 323195 / SEC#: 801-126644

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(8/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/6/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/18/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/17/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 4

Date: 11/10/1982

Registered Options Principal Examination

Principal/Supervisory Exam

F04

Date: 9/24/1977

Financial Principal Examination

Principal/Supervisory Exam

Series 40

Date: 9/10/1977

Registered Principal Examination

Current Firm

BRUDERMAN PRIVATE WEALTH

ALV INVESTOR SOLUTIONS, LLC | J.M. BRUDERMAN & COMPANY, LLC | BRUDERMAN PRIVATE WEALTH

CRD#: 323195 / SEC#: 801-126644

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

113 Birch Hill Road, Locust Valley, NY 11560

Mailing Address

Phone number

(516) 930-4250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/13/2025)

FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 66,308,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert W. Bruderman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Bruderman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARY GOLDBERG PLANNING SERVICES

GARY GOLDBERG & CO., LLC

TRIAD ADVISORS LLC

CANTERBURY WEALTH ADVISORS, LLC

TRIAD ADVISORS LLC

KEOGLER, MORGAN & COMPANY, INC.

VERAVEST INVESTMENTS, INC.

T.R. WINSTON & COMPANY, LLC

KEOGLER, MORGAN & COMPANY, INC.

EASTER KRAMER GROUP SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

DREXEL BURNHAM LAMBERT INCORPORATED

ROSS, STEBBINS INC.

JOHN MUIR & CO.

MARSHALL AND MEYER BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

BRUDERMAN PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 5/6/1982

SIE

Date: 10/1/2018

Series 3

Date: 4/18/1983

Series 7

Date: 1/17/1981

Series 24

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 4

Date: 11/10/1982

F04

Date: 9/24/1977

Series 40

Date: 9/10/1977

Current Firm

BRUDERMAN PRIVATE WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRUDERMAN PRIVATE WEALTH

TRUST BUT VERIFY

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